QUINCY CASS ASSOCIATES, INCORPORATED
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 686
- Registered since
- January 1, 1936
- Website
- www.quincycass.com
Firm profile
FINTRXOverview
Quincy Cass Associates, Incorporated is a corporation that has been registered with the SEC since 1936. Public filings identify the firm as owner-operated (individual owner) and list its adviser classification as unclassified. The firm does not report being a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or having a related adviser. Little information about its specific advisory services, client segments, or investment process is disclosed in the available data.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3MARK MINICHIELLO
Chief Executive OfficerCRD 1863304
DANIEL GUAY
Chief Financial OfficerCRD 4015808
Deanna Adams
Chief Investment OfficerCRD 7475707
Contacts
3 of 6Aden Schwartz
Equity Research AnalystCRD 7961116
Tomas Choukroun
Equity Research AnalystCRD 7961099
GUADALUPE BENITEZ CHAVEZ
ShareholderCRD 4524777
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 11111 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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